Position in CAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$732,651
-$1,172,397 QoQ
Shares Held
688
-74.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,755
of 4,031 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Key Financial Inc holds $966,943 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (75.8% of the industry book) .
All Filings in CAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,651 | 688 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,905,048 | 2,689 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,499,773 | 2,618 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,273,035 | 2,668 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,074,565 | 2,768 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $902,992 | 2,738 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $993,236 | 2,738 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,077,144 | 2,754 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $913,360 | 2,742 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,004,751 | 2,742 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $810,727 | 2,742 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $748,566 | 2,742 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $674,669 | 2,742 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $623,589 | 2,725 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $652,801 | 2,725 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $447,118 | 2,725 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $111,725 | 625 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $139,262 | 625 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $67,190 | 325 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $62,390 | 325 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $81,611 | 375 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $57,967 | 250 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $42,410 | 233 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $38,641 | 333 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||